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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (14120)	1/4/1998 11:25:00 AM
From: Lane	Read Replies (1) \| Respond to of 70976

BK... good morning. Hope your view pans out, but agree that it is really only a matter of time before we are all rewarded for our patience and faith in this leading company. Only question is, is one willing and able to wait? For most the answer is obvious. My short term trading really is nothing more than trying to generate cash. If the trades don't work out as planned, worst case is that I accumulate more shares (as all I do is sell puts) at reasonable levels that should be profitable sooner rather than later. Re. INTC, I hold shares with cost basis around 75, so I hope this stock perks up. Can't decide whether to sell or continue to accumulate. Earnings coming up on 1/13 after the bell.. should be interesting!

To: Proud_Infidel who wrote (14120)	1/4/1998 11:53:00 AM
From: Glenn Duncan	Read Replies (1) \| Respond to of 70976

Brian, Do you know if AMAT is still on target for Cu equipment? Bookings? Production? "A typical Endura Electra Cu system is configured with a Preclean chamber, an IMP Ta or TaN chamber and two IMP Cu chambers. Operating cost of the integrated system is equivalent or lower than most advanced PVD processes. Advance commitments for the system have been received from multiple customers worldwide and production shipments are expected to begin in the second calendar quarter of 1998." appliedmaterials.com Good investing 98, Duncan